Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (XC)

29 + Investors. Track Smart Money conviction in XC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
38%

Smart Money Signals — XC

Based on 30 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their XC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
30 funds currently hold this stock — 88% of the 3.0-year high of 34 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 38% buying

13 buying21 selling
Last quarter: 21 funds sold vs only 13 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 4 → 6 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 30% medium ■ 27% new
13 out of 30 hedge funds have held XC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~5 new funds/quarter

7 → 3 → 4 → 6 → 5 new funds/Q
New funds entering each quarter: 3 → 4 → 6 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 37% veterans, 30% new entrants

■ 37% veterans ■ 33% 1-2yr ■ 30% new
Of 30 current holders: 11 (37%) held 2+ years, 10 held 1–2 years, 9 (30%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
7 of 30 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — XC

In 2026 Q2, 13 hedge funds were net buyers of XC (5 opened a new position, 8 added to an existing one), while 21 reduced or exited (12 trimmed, 9 sold completely) — a 38% buyer ratio, indicating net institutional distribution. 20% of total institutional value in XC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 30.

Hedge Fund Ownership: XC

How many hedge funds hold XC — quarterly history vs. share price
Quarterly hedge fund ownership of XC vs. share price

Market Analysis: XC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Wisdomtree Tr (XC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XC has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 84d ago
XC
+1.0%
SPY
+3.3%

XC outperformed SPY by -2.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 39d ago
XC
-0.3%
SPY
-0.7%

Since the filing became public, XC outperformed SPY by +0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: XC
29 + Investors

Track Smart Money conviction in XC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 34 -14.71%
13F Shares 2M 3M -33.22%
Total Value $55M $81M -31.44%
New Positions 5 6 -1
Increased Positions 8 13 -5
Closed Positions 10 2 +8
Reduced Positions 12 13 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XC

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q2)

29 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 XC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 tru Independence LLC 3.03% 218,648 $6.9M
2 Viaable, LLC 2.00% 76,150 $2.4M
3 Noble Wealth Management PBC 1.79% 126,292 $4.0M
4 Oarsman Capital, INC. 1.28% 382,488 $12.1M
5 Aprio Wealth Management, LLC 0.47% 297,246 $9.4M
6 Goldenstone Wealth Management LLC 0.28% 13,300 $422K
7 Legacy Financial Advisors, Inc. 0.09% 22,143 $702K
8 Chicago Partners Investment Group LLC 0.06% 100,147 $3.1M
9 SMI Advisory Services, LLC 0.04% 7,501 $241K
10 Old Mission Capital LLC 0.03% 55,044 $1.7M
11 Dynamic Advisor Solutions LLC 0.01% 12,454 $395K
12 Cherry Tree Wealth Management, LLC 0.01% 981 $31K
13 Kestra Advisory Services, LLC 0.00% 22,375 $709K
14 Sanctuary Advisors, LLC 0.00% 11,931 $378K
15 LPL Financial LLC 0.00% 208,967 $6.6M
16 Private Advisor Group, LLC 0.00% 8,148 $258K
17 Cetera Investment Advisers 0.00% 32,520 $1.0M
18 Farther Finance Advisors, LLC 0.00% 3,415 $108K
19 Rothschild Investment LLC 0.00% 476 $15K
20 Creative Planning 0.00% 27,125 $860K
21 Citadel Advisors LLC 0.00% 108,701 $3.4M
22 Hrt Financial LP 0.00% 6,468 $205K
23 CENTRAL TRUST Co 0.00% 600 $19K
24 Ashton Thomas Private Wealth, LLC 0.00% 468 $15K
25 Aptus Capital Advisors, LLC 0.00% 72 $2K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wisdomtree Tr (XC)

What does the Smart Money Trend signal show for XC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their XC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for XC?

Heavy selling pressure — only 38% buying: Last quarter: 21 funds sold vs only 13 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for XC holders?

Strong quality — 20% AUM from major funds: 7 of 30 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held XC?

43% of holders stayed for 2+ years: 13 out of 30 hedge funds have held XC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Wisdomtree Tr (XC) following the 2026 Q2 hedge fund 13F filings?

As of today, XC has moved -0.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), XC has gained +1.0% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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